16 financial planner jobs found in Omaha

WHAT WE'RE LOOKING FOR The Legal Billing Supervisor oversees the review and entry of legal invoices for the Claims department. This includes development and management of a team of Legal Bill Analysts who complete a high volume review of invoices, ensuring accurate billing amounts, correct claim and firm assignment, and adherence to business rules in preparation for processing.     LEADERSHIP RESPONSIBILITIES Models and reinforces organizational values and behaviors in all leadership actions. Relies primarily on experience, sound judgment and leadership skills to perform the functions of the job and achieve results in established timelines. Takes a proactive approach to anticipating and solving problems. Ensures that employees understand their level of accountability and takes appropriate action to ensure employees fully understand roles, responsibilities and performance standards and provides ongoing feedback and support. Executes all responsibilities with...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s): Bilingual Claims Assistant Employment Type: Full-Time FLSA Status: Non-Exempt Location: In-Office Summary: We are looking for a highly capable Bilingual Claims Assistant to join our team and work from our Omaha office.  Alternatively, this role can be filled in our Chicago, Los Angeles, Richmond, or Albany offices. We work together in the office five days a week in order to strengthen our culture, build team connections, and drive profitability.   The position reports to a Claims Support Supervisor, based in Houston. This role is responsible for providing robust clerical support to our team of...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Customer Service Manager  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office  Summary:    We are looking for a highly capable Customer Service Manager to join our team and work from our Omaha, NE office.  This role will manage a team of Client Service employees working in a call center providing exceptional customer service to client’s inquiries, concerns, and requests about products and services offered by Farm Family.   The majority of the Client...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Claims Assistant  Employment Type:  Full-Time  FLSA Status:  Non-Exempt  Location:  In-Office   ____________________________________________________________________________ Summary:    We are looking for a highly capable Senior Claims Assistant to join our team and work from either our Los Angeles, Omaha, or Richmond office. We work together in the office five days a week in order to strengthen our culture, build team connections, and drive profitability. The position reports to a Claims Support Supervisor, based in Houston. This role is responsible for providing robust clerical support to our team...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Garage Property Damage Claims Adjuster Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office  Summary:    We are looking for a highly capable Garage Property Damage Claims Adjuster to join our team and work from either our Omaha, NE or Richmond, VA office.  Alternatively, we can also fill this role in our offices in Albany, NY, Chicago, IL, or Los Angeles, CA offices . We work together in the office five days a week in order to strengthen our culture, build team connections, and drive profitability. The position reports to a manager based in Denver and is focused on adjudicating...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   The Insurance Agent at Milepost Insurance Agency LLC delivers exceptional customer experiences by helping prospective and current policyholders navigate their insurance needs. This role is responsible for selling new policies through inbound calls, assisting customers with coverage questions, explaining insurance options in a clear and understandable way, and providing ongoing support throughout the customer journey. The Insurance Agent works in a fast-paced, high-volume call center environment and contributes to a collaborative, team-focused culture centered on trust, service, and customer success. This...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   The Insurance Agent at Milepost Insurance Agency LLC delivers exceptional customer experiences by helping prospective and current policyholders navigate their insurance needs. This role is responsible for selling new policies through inbound calls, assisting customers with coverage questions, explaining insurance options in a clear and understandable way, and providing ongoing support throughout the customer journey. The Insurance Agent works in a fast-paced, high-volume call center environment and contributes to a collaborative, team-focused culture centered on trust, service, and customer success. This...

Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning  and development opportunities to work towards your career goals . Your job responsibilities as the Education Consultant and Wealth Advisor: Manage a strong Client relationship and provide exceptional service Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Commercial General Liability & Workers’ Compensation Claims Adjuster  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office    Summary:    We are looking for a highly capable Senior Commercial General Liability and Workers’ Compensation Claims Adjuster to join our Claims team and work from either our Richmond, VA, or Omaha, NE offices.  Alternatively, we are also open to filling the position in Albany, NY, Chicago, IL, Los Angeles, CA, or New York City, NY.  The position reports to a manager based in Rockwood, PA. This role will be adjudicating workers’ compensation claims in...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Wholesaler Concierge Desk Associate to join our team in Omaha, NE, specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency.  As...

Job Description: The salary for this position will be based off experience and could be higher based off the individual's professional career. In additional to the salary, there will be sales incentive and bonus potential. Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented AVP of Annuity Internal Sales to join our team in Omaha, Nebraska. Leader of the Annuity Internal Sales Desk...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Internal Wholesaler in Omaha, Nebraska . This position is responsible for achieving sales goals for the Broad Market Life Insurance products including Term Insurance and Universal Life Insurance within an assigned region of the United States. The Internal Wholesaler (IWS), Life Insurance will partner with assigned Field...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   A Brief Overview   What are we looking for? The Product Owner - ServiceNow is responsible for identifying, organizing, prioritizing, and assessing work for an IT delivery team. The Product Owner's responsibilities include gathering feature requests, scheduling releases and coordinating sprints. Abilities include identifying user needs and working with cross-functional teams to manage product releases. Responsible for facilitating communication between stakeholders and delivery team(s), as well as helping clearly define what should be built on behalf of the relevant business team(s) and why. Expected to interact...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Garage Bodily Injury Claims Adjuster  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office  Summary:    We are looking for a highly capable  Garage Bodily Injury Claims Adjuster to join our team and work from either our Omaha, NE or Richmond, VA office.  Alternatively, we can also fill this role in our offices in Albany, NY, Chicago, IL, and Los Angeles, CA offices. We work together in the office five days a week in order to strengthen our culture, build team connections, and drive profitability.   The position reports to a manager based in Denver and is focused on adjudicating...

Commercial Lines Account Manager Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an  Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals. Your job responsibilities as an Account Manager: Provide exceptional service with accuracy in processing renewals, endorsements, policies, and audits by agency required timelines. Ensures timely processing of invoices and client requests. Work with client/team on gathering marketing data, preserving quotes, client/carrier correspondence and updated client information in...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opportunity for a Senior Claims Professional. This adjuster will be a self-starter who can work under minimum direction, achieve defined results, and accept ownership of their work product.   HOW YOU'D CONTRIBUTE TO THE TEAM Aids injured workers achieving rapid and full medical recovery and early, safe return to work through effective, efficient and timely medical treatment and return-to-work support. Effectively communicates with injured workers and employers. Demonstrates expertise and empathy, building trust and moving the claim forward, including timely three-point contacts on all new losses. Manages claims with an outcome-based and resolution focus. Demonstrates highly effective strategic plans for future handling that are well outlined in plans of action and followed through in a timely fashion. Demonstrates effective decision-making in...